Zapier service options

Zapier — it is a platform for transferring data between web-applications using software that supports more than 1000 applications. Zapier can be used to combine different cloud services and automation of a processes.

Zapier saves time and money. You will be able to concentrate on business. Here are two typical problems that you will come across in online business:

search for a programmer, setting a task, monitoring the implementation (and if a freelancer…);

re-search the programmer for support and improvement.

You can set up a free profile in Zapier (will be available within 14 days after registration) and easily deal with setting up connections between applications.

This service helps to automate daily tasks and combine two or more applications.

The main Zapier features:

synchronization with more than 1000 services (Google, Slack, Evernote, etc.);

setting triggers and actions;

automatic operation;

maintenance of all API;

synchronization between applications;

actions management;

action templates;

automation of repetitive tasks;

no need for programming knowledge.

Currently, the basic integration with Zapier is implemented in InfluencerSoft.

How does it work?

During integration set up InfluencerSoft will notify Zapier when there is a subscription to the list or when there is a sale of the product. And then you will have a huge space for choice and action, and where (in what service) to transfer this data.

In fact, it turns out that Zapier acts as a link for the integration of InfluencerSoft with other services. You do not need knowledge of the API and there is no cost for programmers.

How to login/register in Zapier service

It is important to use indicated links after registration in order to go directly to the set up of integration with InfluencerSoft.
If you go to the page using the usual “direct” link, you will find InfluencerSoft in the general list of applications.

If you don’t have a profile yet, so :

Go to Zapier website using this link, fill in the form and click on “Sign Up”.

Enter your password on the next page and click “Sign Up”.

After that, a page will open, where you need to tell a little about yourself. You can either fill in the fields or skip this step. To skip the step, click the “Skip” button.

A page will open with a message that the InfluencerSoft team invites you to check the integration with Zapier. Accept this invitation by clicking on the “Accept Invite & Build a Zap” button.

Than you will be able to enter your personal account and make integration settings. On this page you can connect InfluencerSoft, for example, to Google, MailChimp, Trello, WP, Evernote, AmoCRM. More than 1000 options.

How to set up integration

On the opened page of the personal account (link) click the button “Make a New Zap”.

Next you should select on this page the application “InfluencerSoft”. Start typing “Influ” in the search bar and you will see it in the search results. Select the application “InfluencerSoft”.

After adding the application, you will see a page with the ability to select triggers. Select one of the triggers:
— “Added to List” (subscribe to list, adding the contact)
— “New Purchase” (new purchase, paid product)
— “New Lead” (triggers when a new lead is created)
— “New Order” (new order, created, but not paid) After selecting the trigger, click “Save + Continue”.

Specify the following information on the opened page:
1. Login
In this field, enter your username in the system InfluencerSoft.
2. API key
Enter the API key in this field. The key itself you can copy on the page:
https://YourLogin.influencersoft.com/shops/setts/apisettings/
You can also go to this page from any section of your personal account by clicking the link “Integration and API” in the footer of any page:

After filling in all the fields, click “Continue”.

Click “Continue” again on the opened page. After that, our trigger is set up!

Than will open a page where you can select the application for the action. That is, the application to which the data will be transmitted from InfluencerSoft. You will only have to select the required application and configure it to complete the integration.

After configuring the action throws on the page where you need to enter the name of the created Zap, and be sure to include it.

Integrations templates

What parameters can be transferred from InfluencerSoft to Zapier

With the integration configured, InfluencerSoft notifies Zapier, and transfers the following data:

The changes that Zapier makes through the “Add/Update Lead” action will be recorded in the contact history. A contact history note (next to the date and time) will indicate “zapier – Add / Update Lead”.